Filed December 27, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,918 |
PEAK RETIREMENT GROUP1 year Filed as: PEAK WEALTH SOLUTIONS INC Service code 26 · EIN 34-1914557 | Advisory (Participants) | $11,701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,906 | $52,293-75.3% | $178,490-92.8% | $73,409-82.4% |
| Participation rate | 73.2% | 65.3%+7.9pp | 81.9%-8.7pp | 72.2%+1.1pp |
| Annual return | 13.32% | 34.75%-21.4pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $226 | $1,735-86.9% | $5,011-95.5% | $2,234-89.9% |
| Participant deferral / active EE | $721 | $2,332-69.1% | $5,202-86.1% | $3,805-81.1% |
| Admin fee / account holder | $18 | $127-85.6% | $13,984-99.9% | $158-88.4% |